MGA / BROKER

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WEBINARS ON DEMAND

Capital Options for Insurance Businesses
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An interactive, audience-driven panel discussion that will address common questions insurance business owners have about how to fulfill their unique capital needs. Our experts, who have collectively closed hundreds of millions of dollars in loans to agents, MGAs, program administrators and brokers, will answer your specific questions and provide insight on issues most common to businesses like yours

Succession Planning for Insurance Professionals

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Have you thought about succession planning but don’t know exactly where to start? This dynamic webinar provides the detail you will need to begin planning for the future today.

Topics include:

  • Building a sustainable business for long term growth
  • Retiring gradually – on your own terms – while maximizing your business value
  • Retaining next generation talent by creating an ownership opportunit

Understanding M&A Deal Process and Structure
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We hear and read about best practices for successful agency mergers and acquisitions, but what is the process really like? Watch our latest webinar, “Understanding M&A Deal Process and Structure” with Chris Hughes of Merger & Acquisition Services. Chris will leave you with better understanding of the following:

  • Overview of the M&A Process
  • Preparation and Marketing
  • Controlled Auction Process
  • Deal Structures
  • Timeline
M&A Due Diligence and Contracts
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Webinar recording link

We hear and read about best practices for successful mergers and acquisitions, but what is the process really like? Join us for our final webinar in this series, “Mergers & Acquisitions, Due Diligence and Contracts” with Chris Hughes of Merger & Acquisition Services. Chris will leave you with a better understanding of the following:

  • Diligence Process and Timing
  • Financial, Legal and Operational Diligence
  • Diligence Obstacles
  • Key M&A Contracts
  • Asset Purchase Agreement, Non-compete, Employment Agreements
  • Key Terms and Contracts
  • Minimizing Execution Risk

FEATURED BLOGS

The digital landscape is changing the customer journey.

Most insurance professionals have noticed a shift in how customers seek information and make buying decisions.  How you market your business in this new, electronic and fast-paced world can determine whether your company stands out among the crowd. Learn to adapt...

Fear of Change: Embracing New Ways for a Successful Future

As a business owner or decision maker, have you been stuck in the status quo? Have you been working in your business the same way you have for years? The market is changing, and so are your customers. The time has come to step out of your comfort zone and experiment...

Transforming into a data-driven business

Businesses that are striving to be innovative often embrace popular terminology. One concept that’s been receiving a great deal of attention is “data-driven,” as in a business that roots its operations and decision-making in solid data rather than subjectivity. There...

Planning Success

You’ve heard it a thousand times….if you fail to plan, you plan to fail. While cliché, it’s proven and still many businesses and even more individuals fail to plan. Planning is not only about defining a destination but planning in business equals results. Results...

Have questions? Talk with our experts for more information.